How to send a Text Message

Step 1: Open SMS Messages for the Job

From the job page, tap the speech bubble icon in the top toolbar to open SMS Messages.

Details:

• Sits alongside the Site Photos camera icon and the Site Forms icon in the job's toolbar
• Lists every contact associated with the job .

Step 2: Open a Conversation

Tap a contact to view the message history with them.

Details:

• Shows previous messages with a timestamp and the sender's role.
• A Message field and Send button sit at the bottom, with a + icon beside them

Step 3: Use a Message Template

Tap the + icon to open Message Templates, then tap a template to load it into the message field.

Available Templates Include:

• Customer Callback Request
• New Allocated Job
• New Quote Request
• Appointment Confirmation
• Urgent MS Job
• Appointment confirmation

Details:

• The template list is scrollable, with more templates below what's shown here
• Selecting a template fills the message field with its wording, ready to review before sending

Step 4: Review and Send

Check the message in the field, then tap Send.

Details:

• Review the text carefully before sending, it's worth confirming any merged details are correct before sending
• Tap in the message field to edit the wording if anything needs adjusting

FAQ

Who can I send a text message to from a job? Anyone listed as a contact on the job, this can include the customer, internal team members, and the instructing client.

Can I edit a message template before sending it? Yes, once a template loads into the message field, you can tap in and adjust the wording before tapping Send.

Where do I find message templates? Open a conversation from SMS Messages, then tap the + icon next to the message field to browse the available templates.